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Intake Analyst II

Samsara
Posted April 11, 2025

Job Description

The role involves supporting the Accounts Receivable team and other finance teams by managing email communications and resolving customer issues, while also assisting with various finance processes and projects. This position is remote and requires strong communication skills in both Spanish and English.

Responsibilities

  • Triage and resolve internal and external customer queries and escalations
  • Work closely with the Accounts Receivable team on escalated emails and efficiency gains
  • Complete customer document requests and billing inquiries
  • Navigate through Netsuite and Salesforce to find information needed to resolve customer concerns
  • Interpret customer requests and re-route customers to the appropriate support team if necessary
  • Tag emails and follow an established email sorting system for accurate analytics
  • Follow response time SLAs and ensure customer support and satisfaction
  • Identify gaps in processes, escalate issues, and support process improvements
  • Collaborate with cross-functional teams
  • Understand and enforce all Finance policies
  • Work on ad hoc projects to support the Finance team
  • Collaborate frequently with other teams to identify issues and troubleshoot solutions
  • Champion and embed Samsara’s cultural principles

Requirements

  • College degree or equivalent experience
  • 1-2 years experience in an Accounts Receivable, Operations, or Customer Support role
  • Excellent verbal and written communication skills in both Spanish and English
  • Experience with Salesforce and Netsuite preferred
  • Ability to consistently achieve and surpass metrics

Benefits

  • competitive total compensation package
  • employee-led remote and flexible working
  • health benefits
  • Samsara for Good charity fund

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